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How to manually expire or delete an individual survey in Dynamics 365 customer voice using a Power Automate flow?

Posted on by 5

Please help ASAP - this one's a deal breaker for us. 

Hello, Can you please help as to how we could go about deleting / expiring a Power Automate flow to expire an individual survey? 

We are currently using Dynamics 365 customer voice Power Automate flows to create surveys. We'd like to have the ability to delete or expire an individual survey (by invitiation id for example) to suit our business needs. We've explored various options on Power Automate / Customer voice platform but we cannot seem to find a way to meet this requirement. 

We're aware that an expiration duration can be set for a Project, but the goal here is to be able to delete an individual survey using a Power Automate flow in our automation process where a survey response is no longer necessary. 

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  • cmoreno8 Profile Picture
    cmoreno8 21 on at
    RE: How to manually expire or delete an individual survey in Dynamics 365 customer voice using a Power Automate flow?

    Hi,

    In that case you have sent an invitation to the customer.

    You can not control if the customer answer the survey, you will receive the response.

    You can try to deactivate the invitation sent to the customer, but I'm not sure if it works.

    I suggest you that if you know when a survey is expired because the case is resolved, monitor the possible response to delete it.

    You can modify some fileds or create a new field to check when a survey can be deleted and execute a mass deletion process.

    If you can not delete, the result will count in Customer Voice reports.

    I hope it will help.

  • Anesh Profile Picture
    Anesh 5 on at
    RE: How to manually expire or delete an individual survey in Dynamics 365 customer voice using a Power Automate flow?

    Thanks,

    I should have explained the goal better, but we're trying to find a way to expire an already shared survey.

    For ex:

    Survey generated and sent to the customer with a case number.

    The case was resolved by working directly over the phone with the customer / due to lack of response from the customer over a few days.

    We no longer need the survey to be active as it doesn't serve the purpose.

  • cmoreno8 Profile Picture
    cmoreno8 21 on at
    RE: How to manually expire or delete an individual survey in Dynamics 365 customer voice using a Power Automate flow?

    Hi,

    Maybe the quick solution is to control survey invitations in the same Power Automate flow that you use.

    All contacts may be in a list and you check if he is in the list or not.

    Before to send, if the contact is in the list and hasn't to receive the survey, you do nothing.

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